National Wealth Management Group, LLC First Trust Rising Dividend Ac Transaction History
National Wealth Management Group, LLC
- $178 Billion
- Q2 2025
A detailed history of National Wealth Management Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, National Wealth Management Group, LLC holds 17,101 shares of RDVY stock, worth $1.14 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
17,101
Previous 14,778
15.72%
Holding current value
$1.14 Million
Previous $865 Million
24.02%
% of portfolio
0.6%
Previous 0.57%
Shares
15 transactions
Others Institutions Holding RDVY
# of Institutions
719Shares Held
190MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.9MShares$1.72 Billion0.57% of portfolio
-
Morgan Stanley New York, NY16.9MShares$1.12 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11.2MShares$746 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.86MShares$656 Million0.13% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.07MShares$471 Million0.11% of portfolio